Delos Wealth Advisors’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Sell |
3,830
-254
| -6% | -$27.4K | 0.32% | 40 |
|
|
2025
Q1 | $486K | Buy |
4,084
+473
| +13% | +$56.2K | 0.38% | 38 |
|
|
2024
Q4 | $388K | Sell |
3,611
-317
| -8% | -$34.1K | 0.31% | 40 |
|
|
2024
Q3 | $460K | Buy |
3,928
+50
| +1% | +$5.86K | 0.4% | 42 |
|
|
2024
Q2 | $446K | Buy |
3,878
+3,698
| +2,054% | +$426K | 0.43% | 43 |
|
|
2024
Q1 | $21K | Buy |
180
+97
| +117% | +$11.3K | 0.02% | 88 |
|
|
2023
Q4 | $8.32K | Sell |
83
-187
| -69% | -$18.7K | 0.01% | 103 |
|
|
2023
Q3 | $30K | Hold |
270
| – | – | 0.04% | 85 |
|
|
2023
Q2 | $28.9K | Buy |
270
+1
| +0.4% | +$107 | 0.04% | 82 |
|
|
2023
Q1 | $29.5K | Hold |
269
| – | – | 0.04% | 76 |
|
|
2022
Q4 | $29.7K | Hold |
269
| – | – | 0.05% | 78 |
|
|
2022
Q3 | $23K | Buy |
269
+52
| +24% | +$4.45K | 0.03% | 85 |
|
|
2022
Q2 | $19K | Buy |
217
+1
| +0.5% | +$88 | 0.02% | 94 |
|
|
2022
Q1 | $18K | Hold |
216
| – | – | 0.02% | 122 |
|
|
2021
Q4 | $13K | Buy |
216
+187
| +645% | +$11.3K | 0.01% | 188 |
|
|
2021
Q3 | $2K | Sell |
29
-249
| -90% | -$17.2K | ﹤0.01% | 157 |
|
|
2021
Q2 | $18K | Buy |
+278
| New | +$18K | 0.02% | 76 |
|